Records Retention Checklist
6 Guidelines for Records Retention: Keep It or Toss It? - Smead
The following guidelines will explain how long you are required to retain legal and financial documents.
Record Retention Policy (With Template and Sample) - Indeed
Descriptions of categories: List each category and the types of records included in that category. · Retention requirements: Next to each type of ...
Printable Record Retention Guide - O'Donnell & Co, LLC
Federal law requires you to maintain copies of your tax returns and supporting documents for three years. This is called the “three-year law” ...
Retention Schedules | Records Management Services - UW Finance
A retention schedule is a list of the types of records (record series) created, received, and used by an institution along with information on how long to keep ...
Document Retention Guide - Washington State Bar Association
This guide is to help you develop a strategy for managing and retaining documents related to the client file.
Records Retention - Office of Compliance & Risk Assurance
Disposing of University Records Recommended Checklist · Check eligibility. Consult the · Determine data classification. Consult UAB's Data Classification Rule ...
Records Retention - Environmental Health & Safety
Maintain a master list of those records that require retention and post on the EHS website. · Identify the length of time a record must be kept. · Notify ...
IARA: Overview on Records Retention Schedules - IN.gov
So a Retention Schedule is a list of Record Series. Each Retention Schedule contains all of the Record Series that apply either to a specific government entity, ...
Retention and Disposition Schedules - New York State Archives |
A records retention and disposition schedule is a list of records series titles that indicates the minimum length of time to maintain each series.
Document Retention Policy: US Checklist - Practical Law Canada
Standard documents · Document and Records Management Training: Presentation Materials · Document Retention Policy · Employment records: retention and erasure ...
Federal Record Retention Requirements - SHRM
The following chart includes federal requirements for record-keeping and retention of employee files and other employment-related records.
Quality Control: A Project Record Retention Checklist - Process Street
1. Identify and list all relevant project records ; 2. Categorize project records based on type and importance ; 3. Confirm record retention schedule for each ...
Records Retention Schedules - Maryland Department of Health
A Records Inventory and Retention Schedule (also known as DGS Form 550-1, Records Retention Schedule, or schedule) is an official document listing and ...
Records Management Checklist for Separating Employees - HUD
The Records Management Checklist for Separating Employees is to document that all Federal records with ongoing retention requirements have been properly ...
Recordkeeping Requirements | U.S. Equal Employment Opportunity ...
EEOC Regulations require that employers keep all personnel or employment records for one year. If an employee is involuntarily terminated, his/her personnel ...
Creating a Record Retention Schedule + Policy Download - Corodata
This policy document defines how long you should keep important documents, categorize different document types, and set a retention period.
See list of records at 49 C.F.R. §382.401 for employees covered by the U.S.. Department of Transportation (DOT). 1 year from test date and up ...
Retention and privacy policy management - Iron Mountain
The primary tool in digital and physical information lifecycle management is a records retention schedule. ... Related services. laptop checklist. Iron ...
Record Retention Schedule - Gordon, Keeter & Co.
Record Retention Schedule ; Accounting Records · Tax Return, 7 years. Permanent ; Bank Records, Bank reconciliations, 2 years ; Bank Records · Bank statements, 7 ...
How Long Should You Keep Papers? Home Document Retention ...
The general consensus is to keep your personal returns for 7 years, keeping 7 file folders, one for each year, and then shredding the oldest of those returns.